Together, we can help you get where you want to go
Wealth Management isn't just for the wealthy. It's for anyone who has goals and dreams - and the desire to build up their finances in pursuit of a better future. At MEMBERS Financial Services, our experienced team can help you put together a solid portfolio, create a college savings plan, look down the road at retirement, and much more.
- MEMBERS Financial Services, is offered through LPL Financial*
- Services include insurance, business and retirement planning.
- Investment tools include stocks, bonds and mutual funds.
For a no-cost consultation, contact our experts.
Wayne Lagasse
Vice President, Wealth Management; MEMBERS Financial Services
Richia Allen
Associate Financial Advisor, MEMBERS Financial Services
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Westerly Community Credit Union and MEMBERS Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services, and may also be employees of Westerly Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Westerly Community Credit Union or MEMBERS Financial Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Your Credit Union (“Westerly Community Credit Union”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Westerly Community Credit Union for these referrals. This creates an incentive for Westerly Community Credit Union to make these referrals, resulting in a conflict of interest. Westerly Community Credit Union is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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